1
Advocacy Advances the cause of public education through advocacy for students including addressing racial and social justice in educat ion and how it benefits our students
and members’ professional needs and rights.
Competency
Theme
Level 1:
Foundational
Level 2:
Mobilizing & Power Building
Level 3:
Agenda Driving
Utilizes best
practices in
advocacy and
political efforts
Identifies and discusses
fundamentals of advocacy practice
and theory
Curriculum Outline
Provides key concepts and material
that prepare participants to
advocate on behalf of public
education in a manner that garners
widespread support; acquires
information and enhances skill to
identify issues to help them build
relationships/partnerships with
diverse communities
Engages self and activists in high impact
activities that produce racially and socially
just policies and culturally competent
advocacy plans and strategies
Curriculum Outline
Provides opportunities to engage in power
mapping to help participants understand
how to alter the power dynamics to win for
each student. It necessitates a recognition
of a variety of leaders and groups that
represent diverse communities. Develops
strategies and tactics to secure the support
of key decision makers
Ensures best practices are integrated
into plans for future endeavors and
association’s goals
Curriculum Outline
Develops strategies to maximize
advocacy practices and build diverse
partnerships that are well integrated
into strategic plans that will increase
educator advocacy engagement
2
Engages and builds
mutually beneficial
relationships to
advance advocacy
and political goals
Learns issues to better understand
content; shares key messages with
members, the community and
partners
Curriculum Outline
Learns key concepts and material
that prepare participants to work
with diverse communities to garner
support for public education;
develops skills that help them build
relationships/partnerships with
communities and serve as a
resource to assist with meeting
education challenges that impact
the entire school community
Creates and implements with others
advocacy plans that support student
learning, especially for those students most
in need; addresses racial and social justice
in education
Curriculum Outline
Creates opportunities to craft and
implement advocacy plans that assist
participants with brokering, navigating and
leveraging community
partnerships/relationships that support
student learning and leads the professions
Organizes collaboratively with
community partners around shared
interests of the association and
communities
Curriculum Outline
Provides a process that will help with
understanding and developing strategies
on how to maximize areas of influence
and build strategic partnerships with
other unions, community partners,
partner organizations, and legislative
entities to enhance student outcomes,
build stronger schools and increase
educator engagement and activism
3
Interprets and acts
on social and racial
justice initiatives
Understands and discusses the
impact on educational practices,
policy, students and the profession
using a racial and social justice lens
Curriculum Outline
Expands understanding of racial and social justice principles and explores how to effectively apply a racial and social justice lens (race equity lens) at all levels of the association especially when attempting to build relationships with the community; develops knowledge, skills and self-awareness while deepening their appreciation of the distinct experiences of individuals and groups and associated power dynamics; strengthens understanding of the importance of the value proposition of the association and identifying issues
Designs and analyzes advocacy plans and
strategies and their impact on educational
practices, policies, students and the
profession using a racial and social justice
lens
Curriculum Outline
Explores how the application of a racial and social justice lens (race equity lens) when building alliances and identifying resources will assist with engaging stakeholders to support and communicate the principles of racial and social justice at the school/local, association and community level. At all levels, it is essential to understand how to apply these principles when confronted with social oppression including strategies to communicate courageously about racial and social injustice
Analyzes and strengthens alliances with
a diverse and inclusive set of
stakeholders to implement, support,
evaluate, communicate and sustain
racial and social justice
Curriculum Outline
Builds on participants’ knowledge of the
principles of racial and social justice to
recognize the impact of racial and social
injustice on students and educators.
Develop strategies and a plan of action
to determine the necessary steps
needed to address social oppression in
education at the workplace or
association and/or in school policies and
practices
4
Leads public
education policy
reform
Understands and reports on
emerging local, state, and national
public education policy and
reforms
Curriculum Outline
Expands understanding of local,
state, and national public
education policy and reforms, and
how education policy and reforms
are critical to students, the
association, and larger community
Engages and persuades a diverse group of
stakeholders around shared interests in
local, state, and national public education
policy and reforms
Curriculum Outline
Explores ways to engage and garner broad
support for local, state, and national public
education policy and reforms that lead
legislative entities to enhance student
outcomes, build stronger schools and
advocacy/activism
Develops credentials and experience in
advocacy and collaborates to draft local,
state, and national public education
policy and reforms
Curriculum Outline
Builds on knowledge and experience in
advocacy that will foster collaboration in
the drafting of local, state, and national
public education policy and reforms that
are critical to the association and
support student learning and lead the
profession; uses leadership to position
the association to affect systemic change
on public education policy
5
Acts as a political
advocate
Participates in advocacy and
political campaign actions,
including donating to political
action committees, canvassing,
phone calling, emailing, petition
signing and other activities;
encourages other members to
become involved
Curriculum Outline
Gains an understanding of who
makes political decisions and how
to hold them responsible for their
actions or inaction. Learns the
fundamentals of political
campaigns and take actions that
can impact political outcomes;
understands the impact of
decisions on diverse groups and
the larger community
Equips members to become more effective
advocates for themselves and others by
getting them involved in the political
process (at the level that makes sense for
them) and provides valuable education,
information and research. Connects
legislative advocacy to the political process
Curriculum Outline
Learns tactics of an integrated campaign
and how member engagement/activism
enhances the overall program. Challenges
participants to take higher level actions
Takes a high level leadership role in
association, civic organization, Political
Action Committee, campaign, and/or
runs for office. Engages the general
public around critical issues for students
and public education in political
campaigns
Curriculum Outline
Gains refined tools to take charge of
political efforts and or run for office;
understands the importance of
recruiting diverse volunteer activists.
Learns how to focus to lead and organize
others; and direct or recruit others to be
political activists
6
Makes strategic
plans that are data
driven and uses
analysis and
metrics to achieve
key advocacy and
political goals
Understands core data principles
and the importance of using data
to secure political power and
advocacy wins
Curriculum Outline
Learns what data is, why it is used
to improve association programs,
and the life cycle of data
Uses data and analytics to inform advocacy
and political strategies
Curriculum Outline
Creates plans, determines metrics, and
plan reporting. Learns concepts like theory
of change and pirate metrics
Uses lessons learned, both qualitative
and quantitative, from past campaigns
to inform future initiatives
Curriculum Outline
Explores importance of long-term goal
setting, cultural impacts of long-term
planning, and logistical realities from a
data perspective
7
Communication Build and execute an integrated communications strategy that drives the mission, vision, core values and strategic goals of the association.
Competency Theme Level 1:
Foundational
Level 2:
Mobilizing & Power Building
Level 3:
Agenda Driving
Develops a two-way
strategic
communications plan
that focuses on
research, planning,
implementation and
evaluation of
communications
Learns the fundamentals of how to
develop a focused, communications
plan based on research, planning,
implementation, and evaluation
Curriculum Outline
Learns communication theory and
its application to the development
of a communication strategy. Gains
an understanding of what drives a
communication strategy and how it
is one component of a larger
communications planning process
Develops and implements a strategic
communications plan with effective
messaging and vehicles for the unique
needs of diverse constituencies
Curriculum Outline
Learns how to build audience-specific,
message-driven, research-based,
linguistically diverse, measureable
communications plans to drive association
mission, goals, and priorities. Builds a
framework for their association’s
communications plan and receive examples
of successful communication plan
components that will resonate with diverse
audiences
Implements a differentiated
communication plan that rallies a
diverse set of stakeholders to take
action and further the goals of the
association and its members
Curriculum Outline
Learns how to apply communication
theory and a four-step process—
research, planning, implementation,
and evaluation—of communication
into action. Continues
communication planning work back
home and implements the
communication plan
8
Develops individual
communication
approach and style to
fit appropriate
audience
Understand the various approaches
and styles needed to communicate
with diverse audiences
Curriculum Outline
Learns individual communications
skills assessments (such as HRDQ
and SVSS) to identify and learn more
about the participant’s own
communications style, strengths,
and limitations. Learns how one’s
individual communications style
adjusts depending on the situation
and audience (and importance of
inclusive approaches that appeal to
all individuals) and importance of
listening to understand vs. listening
to respond
Tailors communications to appeal to
different audiences; adjusts the purpose,
substance and style
Curriculum Outline
Explores how to use shared values, beliefs,
and opinions to further resonate with an
audience through communication. Learns
how to tailor one’s individual
communications style and strengths to
multiple audiences, while staying on
association messages. Develop
communication approaches that are
effective for racial and social issues
Develops skills to address hostile
audiences, defeat challengers, and
influence constituents and partners
Curriculum Outline
Engages advanced practice and
simulated presentations and media
interviews. Uses real-world situations
or examples, to prepare and rehearse
for a difficult audience. Learns the
important role of interpersonal
communications in leadership
9
Acts as an effective
speaker
Demonstrates effective public
speaking and presentation skills for
a variety of audiences
Curriculum Outline
Learns the basics of interpersonal
communication, public speaking and
media training. Gains an
understanding of how to be an
effective communicator in a variety
of settings, with an emphasis on the
leader as communicator. Emphasis
placed on learning the basics on
how to prepare and write for public
speaking
Delivers engaging and persuasive speeches,
presentations, and media interviews that
motivate audiences to take action
Curriculum Outline
Learns how to build a speech, prepare for a
media interview, and other situations in
which the Leader is serving as
communicator for the association. Engages
hands-on work using the NEA Message
Framework to develop a simple, three-part
message that can be used in an interview
or speech. Through role playing, practice,
and simulated “on-camera” interviews,
participants will practice what they’ve
learned
Acts as a powerful and passionate
speaker who can influence agendas
and actions through speeches,
presentations, and media interviews
Curriculum Outline
Engages advanced methods for public
speaking and media interviews.
Provides additional critique and
learning opportunities from
participants’ own examples of
speeches or media interviews they
have conducted
10
Effectively uses
current media (print,
broadcast, online,
social media) to
communicate
Understands the communications
value of current media such as print,
broadcast, online and social media
to communicate
Curriculum Outline
Explores the current communication
landscape as it applies to the
association, its members, and to
external audiences. Learns the
basics on how to employ earned
media, paid media, online media,
broadcast media, and social media
to successfully deliver association
messages successfully to target
audiences
Develops and implements strategic and
integrated engagement plans, that utilize a
variety of media, technology and social
networks
Curriculum Outline
Learns how to best use earned media, paid
media, online media, broadcast, and social
media in the association’s overall
communication plan. Examines how to
match the medium to the message and
determine which forms of media are best
for members and external audiences. They
will continue work following the session to
finalize and implement their integrated
communications plan
Evaluates and adjusts
communications plans for maximum
effectiveness
Curriculum Outline
Engages the tools and practice of how
to best measure and evaluate the
success of various forms of media
chosen in the communications plan.
Learns how best to measure and
evaluate before, during, and after
completion of any communication
campaign or plan and how to make
corrections and improvements
Identifies and utilizes
appropriate messages
in acting as a
compelling advocate
for the organization
Understands appropriate messages
and identifies messengers
Curriculum Outline
Examines the association’s message
framework and how to best connect
with specific audiences such as
members, voters, communities, and
parents. Learns the importance of
messages and messengers that
appeal to diverse audiences
Empowers change, fortifies networks and
builds coalitions by forging emotional
connections with audiences
Curriculum Outline
Explores how to develop and apply common beliefs, values, mission and messaging of the association with coalition partners. Emphasis is placed on the importance of identifying, developing and partnering with individuals/organizations from diverse backgrounds and experiences
Utilizes a variety of messages and
message delivery systems to
successfully impact change and
advocate on behalf of constituents
and organization
Curriculum Outline
Learns message-based strategies that
not only build coalitions but also
unite sometimes disparate audiences
around the association’s key mission,
vision, and goals
11
Governance and Leadership Sets the mission and establishes and monitors strategies necessary for a relevant and thriving association while empowering, motivating, and fostering a pipeline
of diverse leaders.
Competency
Theme
Level 1:
Foundational
Level 2:
Mobilizing & Power Building
Level 3:
Agenda Driving
Effectively
executes
governance and
leadership
responsibilities
Understands the roles and
responsibilities of various leadership
positions as well as the specific duties
and legal obligations of governance
Curriculum Outline
Understands the basic governing
principles of duty, care and loyalty,
the importance of building a diverse
leadership team and deepens
understanding of the essential
elements of governing and leading in
non-profit and union environments;
and learns how to tap into personal
power to exert influence from any
position to promote positive change
in today’s challenging environment
Creates trusting relationships and builds
consensus among leaders on governance
activities and strategic objectives
Curriculum Outline
Increases facilitation skills to enable
participants to successfully navigate
difficult conversations, chair successful
meetings, and learn about situational and
culturally relevant leadership (emotional
intelligence, cultural intelligence, cultural
competency, cross-cultural networking);
and utilizes current context and
contemporary issues that are of greatest
importance to today’s leaders
Executes, monitors, and adjusts plans,
policies, and strategies to accomplish
the short- and long- term objectives
of the association
Curriculum Outline
Understand the levers of influence,
the power of servant leadership and
importance of succession planning.
Understands the basics of strategic
action planning; the fundamentals of
developing and leading high
performing teams that reflect a
diverse association; how to set
priorities and make decisions under
pressure; and how to course-correct
when needed
12
Establishes and
maintains
collaborative and
effective
relationships
Establishes purposeful relationships to
foster collaboration
Curriculum Outline
Understands why relationships are
essential for leadership. Learns how
to establish purposeful relationships
to foster collaboration. Identifies
strategies to engage key stakeholders
in establishing meaningful,
collaborative, and sustainable
relationships
Builds and maintains productive internal
and external relationships
Curriculum Outline
Understands the value of building and
maintaining productive internal and
external relationships
Leverages internal and external
relationships to form authentic
partnerships and utilizes those
partnerships to accomplish strategic
objectives
Curriculum Outline
Learns how to leverage internal and
external relationships to accomplish
strategic objectives to foster positive
systemic change
13
Advances the
organization by
internalizing its
vision, mission,
and core values
Uses the purpose, culture, and history
of the organization, as well as
education and union trends to
influence the direction of work
Curriculum Outline
Examines the NEA’s mission, vision,
and core values as they relate to the
organization’s purpose, culture, and
history by exploring key drivers that
led to their adaption and
modifications based on strategy,
leadership, and goal setting
Empowers others and promotes a culture
that appeals to the different motivations of
members while recognizing the
contributions of all
Curriculum Outline
Understands the local association’s
mission, vision, and core values and hones
their leadership skills through activities
that build mobilizing and power building
cultures. Engages successful strategies
used to fulfill organizational commitments
(e.g., mission, vision, and core values) at
the local, state, and national levels; and
understands how to use a mission
orientation strategy to nurture the talents
of a diverse membership in order to work
toward a common vision
Implements strategies that utilize the
vision, mission, and core values to
drive work and culture
Curriculum Outline
Explores additional strategies to
advance long-term organizational
goals by setting and focusing on
priorities at the local, state, and
national levels; examines how
successful implementation practices
of the association’s mission, vision,
and core values have resulted in
positive organizational outcomes
through agenda driving actions
14
Sets strategic
objectives to
guide long-term
goals and
priorities
Understands the implications of the
organization's strategy and priorities
as it relates to their own actions and
tactics
Curriculum Outline
Explores how an organization’s
strategy impact budgeting and their
individual actions and tactics.
Understands organizational history as
well as educational history
domestically and abroad, thereby
providing a foundation for current
events and strategies being employed
at various levels of the organization.
Engages a SWOT analyses and
planning techniques that make up the
fundamental elements used to
determine strategy; the importance of
prioritization and time management
for leaders at all levels; and
understanding the importance of
working at the strategy level versus
the tactical level for leaders
Educates others on association strategies
and tactics to advance organizational long-
term goals and priorities
Curriculum Outline
Educates others on association strategies
and tactics to advance organizational long-
term goals and priorities. Understands how
to: design, execute and communicate
strategies; differentiate between strategic
thinking and tactical behaviors; and utilize
important leadership mental models to
better understand and evaluate problems.
Explores successful recruitment campaign
case studies; relationship building
techniques that help leaders build
influence and power; and how to build a
budget focused on strategy and priorities
rather than line-items
Creates value for members by
creating and communicating clear and
compelling objectives to achieve long-
term goals and priorities
Curriculum Outline
Learns how to create value for
members through clear and
compelling long term goals and
priorities. Explores and understands
how to develop organizational
mission statements and effectively
lead and manage organizational
change by building a budget based on
their mission and priorities; exploring
case studies of transformational
leaders and leadership; understanding
the importance of generative
thinking; and thinking beyond the
current and obvious strategies,
towards visionary leadership and
culture change throughout an
organization
15
Ongoing
commitment to
personal and
organizational
culturally relevant
leadership
development
(cultural
intelligence,
cultural
competency,
cross-cultural
networking)
Identifies own leadership strengths
and growth opportunities and works
diligently to improve them
Curriculum Outline
Evaluates where they are as a leader
and develops a plan to grow into the
leader they want to be. Explores the
knowledge, skills and attributes
necessary to effectively lead a diverse
membership (race, ethnicity, gender,
sexual orientation, religion, ability and
employment/job category). Examines
a variety of leadership styles and
explores the various components of
what it takes to become the type of
leader that people want to follow
Identifies and builds a diverse group of
leaders to take on greater roles and
responsibilities in the association
Curriculum Outline
Evaluates who they are as a leader and
continues their path to grow into the
leader they want to be. Explores what it
takes to help others grow in their capacity
as a leader in the association and
understands the importance of identifying,
developing and partnering with individuals
from diverse backgrounds. Understands
the importance of relationships and
relationship building techniques in helping
oneself and others grow in leadership
capacity; and
learns ways to use formal and informal
pathways to provide opportunities for
leadership and assess leadership growth
Develops succession strategies that
ensure a successful transition in
leadership to sustain the association’s
vision over time
Curriculum Outline
Evaluates who they are as a leader,
get feedback from others to inform
that assessment as they continue
their plan to grow into the leader they
want and hone skills to be able to
assist others in their plan
development and assessment; and
understands the importance of
aligning individual and organizational
goals at the local, state and national
levels for enhanced and sustained
leadership development and
organizational performance
16
Leading Our Professions Advocates for professional learning, professional quality and social diversity inside our professions and promotes our union’ s role in advancing education transformation, student learning, and equitable access to opportunities.
Competency
Theme
Level 1:
Foundational
Level 2:
Mobilizing & Power Building
Level 3:
Agenda Driving
17
Supports
professional
excellence and
builds capacity for
continual
improvement and
learning to ensure
the success of all
students
Understands the value of
continuous improvement and
learning for all educators across
their career continuum and what
this looks like in practice
Curriculum Outline
Gains an overview and
understanding of the career
continuums for ESP and teachers,
with a focus on the role of
professional learning and reflective
practice (e.g. learning cycles) and
supports in moving along each
continuum and in fostering
student learning and growth
Engages with others in meaningful
development and models for continuous
improvement and learning for all educators
across their career continuum
Curriculum Outline Understands strategies to lead others in best
practices in professional learning and
support, such as adult learning theory,
models that are effective in professional
learning, and ways to ensure that
professional learning is embedded in and
informed by context. Learns how to use
strategies to engage others in securing high-
quality professional learning opportunities
and supports
Builds and sustains an organizational
culture of professionalism and
reflective practice that illustrates the
professions’ commitment to
continuous improvement and learning
for all educators across their
professional continuums
Curriculum Outline
Utilizes system-level strategies (e.g.
improvement science,
labor/management collaboration) to
create cultures of professionalism and
reflective practice in support of
student learning and growth
18
Recognizes and
promotes the
association’s role
in improving the
learning of all
students
Understands the current and
evolving role the association plays
in the success of all students,
educators, schools and campuses
Curriculum Outline
Individuals develop an awareness
and understanding of how the
association leverages its strengths
by identifying student needs in
their worksites and implementing
member-led solutions to meet
those needs
Engages all leaders and members and
motivates members from diverse
backgrounds to advocate for a meaningful
association role in ensuring the success of all
students, educators, schools, and campuses
Curriculum Outline
Understands how to help and support
others identify student needs in their
worksites and collectively implement
member- and association-led solutions to
meet those needs
Expands and elevates the
association’s role by developing
members’ leadership capacity and
collaborating with innovative allies to
ensure the success of all students,
educators, schools, and campuses
Curriculum Outline
Leads the process of developing and
using models and strategies across
systems (e.g. labor/management
collaboration, partnership and
community engagement) to enhance
the association’s ability to drive the
success of P-20 education systems
19
Advocates for
policies and
strategies that
positively impact
our professions
and the learning of
all students
Understands the policies and
conditions that impact our
professions and learning of all
students using a race equity lens
Curriculum Outline
Individuals develop an awareness
of the policies, conditions and skills
necessary to impact them (e.g.
power mapping decision makers,
gathering allies, create narrative
based on audience) in order to
impact our professions and
learning of all students
Advocates, with others, for equitable
policies and conditions that positively
impact our professions and the learning of
all students
Curriculum Outline
Understands and helps others develop and
implement an awareness and the skills
necessary to positively impact policy and
policymakers (e.g. power mapping decision
makers, gathering allies, create narrative
based on audience) in order to impact our
professions and learning of all students
Builds strategies to ensure sustained,
organizational support for the
implementation of equitable policies
that positively impact our professions
and the learning of all students
Curriculum Outline
Leads the development and
implementation of models and
strategies to positively impact policy
that sustain systems that impact our
professions and the learning of all
students
20
Analyzes and
applies research to
determine the
potential impact on
our professions
and the learning of
all students
Understands how to identify high-
quality qualitative and quantitative
research and how research informs
the programs and policies that
affect our professions and the
learning of all students using a race
equity lens
Curriculum Outline
Develops an understanding of how
to find, evaluate, and use high-
quality research (e.g. validity,
appropriateness for needs,
importance, and social and
cultural context) to impact our
professions and the learning of all
students
Understands how to help others utilize
research to inform decision-making and the
development of effective and equitable
programs and policy content to strengthen
our professions and the learning of all
students
Curriculum Outline
Engages with others to understand the
appropriate use of research in the
development, implementation, and
evaluation of education policies and
programs (e.g. summarize, distill and display
complex data and communicate to and with
appropriate audiences, integrate relevant
research into programs)
Leverages the resources of the
organization to collaborate with
internal and external stakeholders to
analyze, evaluate and communicate
education research to strengthen our
professions and the learning of all
students using a race equity lens
Curriculum Outline
Lead the development,
implementation and evaluation of
system-level strategies for
communicating research to drive
program development and decisions
about our professions and the
learning of all students (e.g.
summarize, distill and display complex
data and communicate to and with
appropriate audiences, integrate
relevant research into programs)
21
Organizing
Mobilizes, activates and engages members and leaders to support internal and external relationships and association capacity to: recruit, retain and identify
diverse groups of members and leaders; and advance strategic priorities at the national, state and local levels.
Competency
Theme
Level 1:
Foundational
Level 2:
Mobilizing & Power Building
Level 3:
Agenda Driving
Utilizes best
practices —
technologies and
methods that
throughout
experience and
research has led to
successful
organizing
outcomes
Understands the theory and best
practices associated with
organizing using a racial and social
justice lens
Curriculum Outline
Explores organizing best practices
and how to utilize them, including
the intentional identification of
leaders, a foundational
understanding of institutional
racism and implicit bias (i.e.
strategic readings, case studies
from within NEA recent
experience)
Develops a successful campaign using
organizing skills to engage diverse groups of
members on key issues and builds local
union capacity
Curriculum Outline
Exposes participants to the best practices in
joining the local membership or organizing
committee to plan and help execute an
organizing activity and/or field experience,
including development of growth and
strength goals within a campaign context.
Builds on knowledge for addressing
institutional racism and implicit bias within
organizing strategies
Evaluates campaign strategies to
continually improve the impact of
future campaigns and organizing
approaches through a race equity lens
Curriculum Outline
Explores the best practices in leading all or part of an organizing activity for a work site or local affiliate including the impacts on student outcomes; advancing racial and social justice by shifting the narrative about race and addressing implicit bias; and the intersectionality of multiple cultural identities
22
Builds and
maintains
meaningful
community
partnerships
Engages diverse groups of
audiences in the community to
identify common issues
Curriculum Outline
Explores how and why to build
meaningful community
partnerships, how to identify
appropriate partners, and how to
get started in this work. Examines
community partnerships and
various successful partnership
models within the NEA. Apply
strengths, weaknesses,
opportunities and threats analysis
(SWOT) among and between
community partners with whom
differences exist to ensure a more
meaningful partnership or to know
when to amicably exit a
partnership
Collaborates with all community audiences,
to act on shared priorities
Curriculum Outline
Exposes participants to advanced strategies
on building community partnerships that are
diverse and cognizant of impact of implicit
bias and the principles of racial and social
justice. Examines deeply models of
successful partnership around common
issues, including case studies and review of
challenges (and solutions) for sustainable
partnership organizing issues using a racial
and social justice lens
Transforms the relationship within and
among a diverse community to harness
the power of collective action
Curriculum Outline
Provides strategies for effective
partnership and coalition organizing
around public education issues using a
racial and social justice lens. Use
successful models, including case
studies, of advancing the mission of
great public schools by building
powerful coalition campaigns
23
Makes strategic
plans that rely on
data and analysis
to set and achieve
key organizing
objectives
Analyzes and effectively compiles
reliable research data to formulate
organizing strategies through the
use of appropriate tools
Curriculum Outline
Engages various data sources to
import and export records for
analysis related to growth and
strength, and to the role of
strategic research in organizing
Utilizes reliable data to formulate a
foundation for long term plans including
objectives, strategies and goals
Curriculum Outline
Explores advanced data analytics training
and advanced use of strategic research and
learns how periodic review of data can
provide continuous improvement to planning
events. Explores exporting data reports for
mapping and strategic targeting; targets
engagement of member populations
(especially new educators and diverse
members within leadership roles)
Implements strategic plans that grow a
diverse membership and support key
association objectives
Curriculum Outline
Learns how to actively participate with
local or state member organizing
committees to set up targets for
membership recruitment. Uses
strategic research and data mining
techniques in organizing and
bargaining campaigns. Builds upon
mapping and targeting audiences using
a race equity lens
24
Engages in
collective action to
identify and
address pivotal
issues
Identifies and engages in high
impact and actionable organizing
opportunities that drive growth of
a diverse membership and
advances the mission of great
public schools
Curriculum Outline
Explores case studies and
examples of engagement activities
in local or state affiliate. Employs
methods of identifying
appropriate issues for action and
identifies the importance of
message discipline
Rallies others around key organizing
opportunities by appealing to members’
passions and interests, leveraging the power
of partnerships, and providing pathways for
engagement that impact policy or practice in
public education, either locally or at a state
level around racial and social justice issues
Curriculum Outline
Seeks out state affiliate or community
organizing and engagement opportunities.
Learns what strategies and tactics are and
leaves with a menu of campaign options and
models. Explores and plans for how racial
and social injustice can impact engagement
throughout the organizing process
Makes organizing around key issues
more systematic and process driven, to
improve their impact
Curriculum Outline
Explores successful collective action campaign models, including case studies, and engages in advanced strategic discussions of structures to foster sustained collective engagement the routine use of collective voice and action to advance racial and social justice and public education
25
Creates conditions
for continuous
association growth
and strength
Understands processes and
strategies for member
recruitment, engagement and
retention
Curriculum Outline
Participates in a worksite or
affiliate back-to-school
recruitment campaign or listening
tour. Learns and practices the
Story of Self along with campaign
scripts that support successful
one-to-one conversations.
Understands why capacity
building is continuous work in our
affiliates
Develops imaginative recruitment and
retention strategies that continues to grow
the association’s diverse membership and
influence others to become more actively
involved in the recruitment and engagement
process
Curriculum Outline
Writes a recruitment campaign and
engagement plan, based on sharing of
models/case studies and including specific
goals. Includes Story of Self and a one-to-one
conversation script and understands the
importance of creating worksite structures
(i.e., Building/Department Reps) for capacity
building
Influences all members to own the
agenda of the association through
their active participation and attitude
towards collective action
Curriculum Outline
Examines local growth and strength
plans and learns assessment
techniques to inform goal-setting for
future plans. Studies successful models
of routine, sustainable engagement
and retention; implements change that
reflect a culture of growth and
strength. Develops organizing plans to
recruit diverse student members,
faculty and staff via ongoing
articulation with predominately non-
white institutions
26
Fosters the
development of
leaders at all levels
of the organization
Recognizes leadership in all of its
forms and provides opportunities
for diverse leadership to flourish
Curriculum Outline
Practices work site mapping skills
within the building to identify
colleagues who exhibit special
relationships or skills. Practices
and conducts one-to-one
conversations with colleagues
about assuming a leadership role
within the association
Mentors emerging leaders and encourages
them to put plans in place to accelerate their
level of participation
Curriculum Outline
Identifies and mentors new leaders about their practice and use of association leadership and/or professional issues leadership within their worksites. Studies distributive and natural leaders’ models and participates in a field experience to identify and recruit leaders, and/or develop a local plan for leadership recruitment and development. Focuses on the recruitment of leaders that have a following, leads in their practice and professions, advances racial and social justice and exhibits an understanding of implicit bias
Advocates for distributive and natural
leadership structures and actively
supports leadership succession
planning
Curriculum Outline
Engages in intentional leadership
development and supports work to
ensure sustainability of racially diverse
leadership structures within worksites
and locals
27
Strategy & Fiscal Health Use association resources responsibly to accomplish the goals of the association through strategic thinking, effective financial management and understanding
of fiduciary responsibilities.
Competency Theme Level 1:
Foundational
Level 2:
Mobilizing & Power Building
Level 3:
Agenda Driving
Acts strategically to
align the association’s
work with member
needs
Understands how the association’s
vision, mission, and core values serve
as a framework to support diversity
amongst its members and member
programs
Curriculum Outline
Learns to formulate the beginnings of
a strategic plan by assessing the
association’s vision, mission, and core
values for inclusivity of all members.
Creates a mission statement to serve
as the foundation of the association’s
strategic plan; explores the next steps
in completing a strategic plan
representative of the diverse member
population
Assesses the strengths, weaknesses,
opportunities, and threats of the
association including the use of an equity
audit tool
Curriculum Outline
Learns how to perform an assessment of
the strengths, weaknesses, opportunities,
and threats (SWOT) facing the association
to inform the development of the
association’s strategic plan; understands
the role of equity in assessing the needs
of members, students, and the broader
community
Develops strategic plans to align
changing member demographics and
evolving member needs with an
emphasis on programs that support
diversity through new business models
Curriculum Outline
Learns how to incorporate the
association’s vision, mission, and core
values along with the assessment of the
association’s strengths, weaknesses,
opportunities, and threats in order to
formulate a strategic plan that supports
the needs of members, as well as the
long-term financial health for the
association
28
Understands the
interdependency of
strategic planning,
budget development,
and business policy
Utilizes the association’s strategic plan
to create a strategic budget that is
inclusive of funding to support
member diversity and diverse
programs
Curriculum Outline
Learns strategic budgeting basics for
maintaining fiscal health
Promotes a culture that recognizes the
importance of fiscal responsibility;
ensures association bylaws, other
governing documents and policies
support financial health
Curriculum Outline
Learns the importance of regularly
reviewing and updating bylaws and
policies and establishing reserves to
support the strategic plan and budget, as
well as, overall financial health
Evaluates the effectiveness of strategic
plans using outcome based goals and
metrics, actual to budget financial
results, and the effectiveness of
association policies to ensure long-term
sustainability of the association
Curriculum Outline
Gains an understanding of how to
review actual to budget financial results,
and whether strategic plans need
modification to take advantage of
opportunities or to mitigate unforeseen
losses
Promotes stewardship
and financial integrity
of the organization
Recognizes the fiduciary responsibility
for safeguarding association assets
and demonstrates integrity in all
financial transactions
Curriculum Outline
Understands the fiduciary
responsibilities that all leaders are
legally obligated to perform on behalf
of the association and its members, in
an effort to be good stewards of the
association’s reputation and assets.
Learns how a code of ethical conduct,
conflict of interest, and whistleblower
policies, as well as an audit
committee, promotes an ethical
culture and deters fraud
Adopts financial best practices that
support and strengthen association fiscal
health
Curriculum Outline
Learns how to implement basic internal
controls, as well as policies and
procedures that reduce the chances of
fraud in the association. Gains tools, such
as a monthly bank reconciliation
workbook, to implement as part of an
internal control system
Identifies association legal and
compliance requirements and ensures
obligations fulfilled to maintain the
reputation of the association
Curriculum Outline
Gains an understanding of legal and
compliance requirements to ensure the
association is in good standing with
federal and state regulators, and the
association’s reputation remains
protected
29
Supports financial
health
Gains basic finance and accounting
knowledge and skills to assess the
overall fiscal health of the association
Curriculum Outline
Learns the simple and easy method
for reading financial statements, audit
reports, and budgets and how to spot
red flags that may signal financial
trouble
Identifies association risk and how to
effectively assess and manage risk
Curriculum Outline
Gains an understanding of the
components of a sound investment
policy, different types of investments and
risk assessment to protect cash and
investments
Identifies experts and resources with an
emphasis on utilizing persons of color
and women-owned businesses
whenever possible to aid and support
the association with maximizing
opportunities and mitigating risks
Curriculum Outline
Learns how the Diverse Asset Managers
Initiative (DAMI) benefits the
association’s pension fund, while at the
same time promotes diversity among
asset management firms
Utilizes data and
analyzes trends to
inform decision making
Identifies sources of union, financial
and educational data to assess the
impact on association sustainability
and decision making
Curriculum Outline
Learns how to utilize your
association’s membership data along
with its available cash flow to organize
the association
Builds member support for association
strategic goals and objectives by raising
awareness of trends and data which
include the impact of diverse identities
Curriculum Outline
Explores evaluating the mission
statement of the affiliate or local and how
best to establish strategic goals in order
to allocate resources towards programs
that provide benefit and add value for the
members
Utilizes ratios and trends to support
responsible decision making and to
support association strategic plans, and
strategies for membership and financial
growth
Curriculum Outline
Introduces leaders to the long-term
financial planning process; identifies the
strengths, weaknesses, opportunities,
and threats that the affiliate or local may
be facing and how best to create new
business models as a result of this
assessment
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